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Morningstar

Columbia Greater China Inst LNGZX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 32.89  /  +0.64 %
  • Total Assets 53.0 Mil
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 1.240%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category China Region
  • Investment Style Large Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.65%
  • Turnover 61%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis LNGZX

Will LNGZX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LNGZX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LNGZX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LNGZX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Columbia Greater China Inst's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LNGZX

More LNGZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 52.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Tencent Holdings Ltd

16.91 9.4 Mil
Communication Services

Alibaba Group Holding Ltd Ordinary Shares

6.32 3.5 Mil
Consumer Cyclical

PDD Holdings Inc ADR

6.29 3.5 Mil
Consumer Cyclical

China Construction Bank Corp Class H

4.77 2.7 Mil
Financial Services

Meituan Class B

4.66 2.6 Mil
Consumer Cyclical

BYD Co Ltd Class H

3.12 1.7 Mil
Consumer Cyclical

NetEase Inc Ordinary Shares

3.03 1.7 Mil
Communication Services

Trip.com Group Ltd ADR

2.78 1.5 Mil
Consumer Cyclical

Columbia Short-Term Cash

2.65 1.5 Mil
Cash and Equivalents

Industrial And Commercial Bank Of China Ltd Class H

2.48 1.4 Mil
Financial Services